Reconcile Paid Proposals with Parsed Records
Keep completed proposal records easier to reconcile with the source documents that started the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposal details can be difficult to reconcile later when the source document is stored elsewhere.
- Create a recurring review of paid proposals.
- Use parsed records to help identify related source context.
- Surface possible mismatches for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to compare paid proposals with supplied parsed records, reporting likely matches and unresolved items.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real paid proposal and its source record.
Questions about this workflow
Does this change payment or proposal records?
No. The available action retrieves paid proposals. Notis reports possible reconciliation matches for review.
Can it guarantee a match?
No. Matching depends on the identifiers and parsed source context available. Uncertain cases should be reported for a person to resolve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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